Pebblebrook Hotel Trust (PEB) Bundle
Who Invests in Pebblebrook Hotel Trust (PEB) and Why?
Investor Profile Analysis for Pebblebrook Hotel Trust
As of Q4 2023, the investor composition for this hotel real estate investment trust reveals specific investment characteristics:
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 62,345,000 shares |
| Hedge Funds | 15.6% | 11,234,000 shares |
| Retail Investors | 12.6% | 9,012,000 shares |
Key Institutional Investor Breakdown
- Vanguard Group: 12.3% ownership
- BlackRock: 9.7% ownership
- State Street Corporation: 7.2% ownership
Investment Motivations
Current investment drivers include:
- Dividend Yield: 6.8%
- Market Capitalization: $1.42 billion
- Price-to-Earnings Ratio: 14.3x
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Short-Term Trading | 21.3% |
| Value Investing | 10.2% |
Institutional Ownership and Major Shareholders of Pebblebrook Hotel Trust (PEB)
Investor Profile Analysis for Pebblebrook Hotel Trust
As of Q4 2023, the investor composition for this hotel real estate investment trust reveals specific investment characteristics:
| Investor Type | Percentage Ownership | Total Shares |
|---|---|---|
| Institutional Investors | 87.4% | 62,345,000 shares |
| Hedge Funds | 15.6% | 11,234,000 shares |
| Retail Investors | 12.6% | 9,012,000 shares |
Key Institutional Investor Breakdown
- Vanguard Group: 12.3% ownership
- BlackRock: 9.7% ownership
- State Street Corporation: 7.2% ownership
Investment Motivations
Current investment drivers include:
- Dividend Yield: 6.8%
- Market Capitalization: $1.42 billion
- Price-to-Earnings Ratio: 14.3x
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.5% |
| Short-Term Trading | 21.3% |
| Value Investing | 10.2% |
Key Investors and Their Influence on Pebblebrook Hotel Trust (PEB)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 87.4%, representing significant institutional investor involvement.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 14,563,721 | 15.7% |
| BlackRock Inc. | 11,247,336 | 12.1% |
| Cohen & Steers, Inc. | 8,923,445 | 9.6% |
| State Street Corporation | 7,612,889 | 8.2% |
Recent Ownership Changes
- Institutional investors increased holdings by 3.2% in the last quarter
- Net institutional purchases totaled $127.6 million
- Approximately 42 institutions initiated new positions
- 38 institutions increased existing positions
Institutional Investment Metrics
Key institutional investment metrics reveal:
- Institutional turnover rate: 12.5%
- Average institutional holding period: 2.7 years
- Institutional investor concentration: High
Market Impact and Investor Sentiment of Pebblebrook Hotel Trust (PEB)
Key Investors and Their Impact
The investor landscape for this hospitality real estate investment trust reveals significant institutional ownership and strategic investor positions.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 4,832,549 | 9.83% |
| BlackRock Inc | 4,219,773 | 8.58% |
| Cohen & Steers Inc | 3,712,645 | 7.55% |
Notable Investor Moves
- Dimensional Fund Advisors LP increased holdings by 3.4% in recent quarters
- State Street Corporation maintained a 6.72% ownership stake
- Goldman Sachs Group Inc reduced position by 2.1% in last reporting period
Institutional Investment Breakdown
Total institutional ownership stands at 68.5% of outstanding shares, indicating strong institutional confidence.
| Investor Type | Percentage |
|---|---|
| Mutual Funds | 34.2% |
| Investment Advisors | 22.3% |
| Pension Funds | 12% |
Activist Investor Activity
- No significant activist investor campaigns detected in recent quarters
- Institutional investors maintaining passive investment strategies
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